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Investment and Debt Officer

Santa Rosa

County of Sonoma

Contact Person
Rosie Rocha

The County of Sonoma is pleased to accept applications for Investment and Debt Officer

The County of Sonoma's Investment and Debt Officer oversees the Investment and Debt Division of the Auditor-Controller-Treasurer-Tax Collector's (ACTTC) Office. Primarily focused on responsibly investing approximately $2.5 billion in funds held in the Treasury, the Investment and Debt Officer ensures that the County has reliable and affordable access to short and long term debt financing. Additional responsibilities include, spearheading the creation of countywide debt and money management policies, handling the day-to-day fiscal management of the Sonoma County Energy Independence Program, and the administrative duties that come with managing a small division.

As the Investment and Debt Officer you will review and develop programs, goals, and budgets for the County's investment, treasury, and debt programs as well as identify the financial and personnel needs of these programs. The ideal candidate for this position will possess:

  • Multiple years of professional level experience working with fixed income investment portfolios and/or governmental debt management, and impeccable ethics and principles

  • A Certified Public Accountant certificate

  • Experience with major debt issuance and debt management system projects, including analyzing the fiscal impact of alternative policies

  • The expertise needed to analyze County finances and market factors in order to react to variables that may impact investment strategies

  • Experience developing, administering, and monitoring investment strategies

  • The ability to establish and improve financial programs, policies, procedures, controls, strategies, and solutions; while remaining within acceptable risk parameters and conforming to applicable state and federal codes and laws

  • A proven ability to lead managerial and administrative functions; including hiring, training, goal-setting, and employee development

  • The capability to effectively present complex information to, collaborate and coordinate with, a variety of audiences such as County staff, board members, local city officials, and outside representatives

  • Skill in collaborating and coordinating activities with representatives from other departments and private agencies

The County of Sonoma offers a competitive total compensation package, including:

  • A cash allowance (in addition to the advertised salary) of approximately $600 per month

  • Vacation accrual and additional management leave annually; 12 paid holidays and an additional 8 floating holiday hours per year; generous sick leave accruals and 100% of accrual balance converted to service credit at retirement

  • May be eligible for up to 8 weeks (320 hours) of Paid Parental Leave after 12 months of County employment

  • A wide variety of high quality health plans options (PPO, EPO, three HMO's, and several deductible first/high deductible HMO's) with a County contribution toward the monthly premium

  • Excellent dental, vision, disability, life insurance, professional development and more. Additional details for management employees may be found at           

  • IRS 457 Plan, Pre-tax employee contribution up to the IRS annual maximum

  • County contribution to a Health Reimbursement Arrangement to help fund post retirement employee health insurance/benefits

We are a general law county, governed by a five member Board of Supervisors. The Board is fully committed to a mission and vision which value high quality services that support and enrich the community, strong leadership, engaged citizen participation, transparency and accuracy in information, and efficient and fiscally sustainable government. The County Administrator leads a team of dedicated department heads who work collaboratively to address and strategically prepare for County initiatives and challenges. The County has 28 departments, agencies, and special districts, and employs over 4,000 regular employees with an annual budget of approximately $1.63 billion for fiscal year 2018-2019. Learn more about our community at

When you join the County of Sonoma, you'll have the freedom to explore the beauty of our county - its picturesque coastline, majestic redwoods, historic towns, fine dining, award winning wineries, and a wide variety of entertainment and cultural activities.

*Salary is negotiable and benefits described herein do not represent a contract and may be changed without notice. For more information & to apply online, visit or call 707-565-2331. EOE Apply by 1/22/19


Contact Person Rosie Rocha

Address 575 Administration Dr. Suite 116B

City Santa Rosa, CA

Zip 95403

Phone 707-565-8870


Ad Number 00003359